Financial Planning

Self worth = net worth
Self worth = net worth How to build confidence and change your financial direction At the start of the year, many people reassess their finances in preparation for the year ahead. This inevitably involves a review of income sources. For many people, this is a bit of a sore spot as it can cause doubt or regret about career choices. […]
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Australian growth resilient in tough times
Australian growth resilient in tough times ‘Resilient’ is perhaps the best way to sum up Australia’s economic performance over the past 12 months. That was the word used by Standard and Poor’s director of sovereign ratings, Craig Michaels, when confirming Australia’s AAA credit rating in mid-June.Australia’s strong performance is even more remarkable in a year characterised by ongoing uncertainty and volatility […]
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Beware of Superannuation Scams
Beware of Superannuation Scams We keep hearing from the media that money scammers are becoming more and more crafty. Both the ‘bank fee refund’ and the ‘ATO debt collection’ scams have garnered significant attention recently as a result of the sophisticated techniques and powers of persuasion used on unsuspecting victims. Superannuation scammers have been around for many years in various forms, and […]
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How the financial system inquiry will impact you
How the financial system inquiry will impact you On Tuesday, confirmation of the outcome of the most substantive review of the financial system in over twenty years was delivered by the Prime Minister and Treasurer. There are a few key policies which will impact almost every adult in Australia in some capacity or another. Our analysis on those that we think will have the […]
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Risk-cautious Generation X women mimicking retirees
Risk-cautious Generation X women mimicking retirees Generation X women are mimicking the risk-cautious investment habits of retirees in a problematic trend given they’re in their prime financial accumulation phase of life. The pattern was revealed in the Colonial First State Global Asset Management/University of Western Australia Business School Equity Preference Index, which measures flows in and out of managed funds from non-advised investors […]
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